See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,469 | $131,893-65.5% | $303,047-85.0% | $116,875-61.1% |
| Participation rate | 93.0% | 79.5%+13.6pp | 87.1%+5.9pp | 74.5%+18.5pp |
| Annual return | 18.94% | 15.41%+3.5pp | 2.47%+16.5pp | 16.29%+2.6pp |
| Employer contribution / active EE | $4,580 | $3,467+32.1% | $7,418-38.3% | $3,288+39.3% |
| Participant deferral / active EE | $7,211 | $4,183+72.4% | $5,070+42.2% | $3,885+85.6% |
| Admin fee / account holder | $1,590 | $14,721-89.2% | $39,333-96.0% | $12,263-87.0% |